earnings
confidence high
sentiment neutral
materiality 0.60
National CineMedia Q4 revenue $86.3M, down 5.1% YoY; Q1 guidance $34-36M with negative OIBDA
National CineMedia, Inc.
- Q4 net income $24.7M ($0.26 EPS) vs $23.7M ($0.24 EPS) in prior year.
- Full year NCM LLC revenue $240.8M, down 7.3% YoY; net loss $22.3M ($0.23 loss per share).
- Q1 2025 guidance: revenue $34-36M, Adjusted OIBDA negative $9.5M to -$7.5M.
- Adjusted OIBDA Q4 $35.0M, down from $39.8M; operating income $20.0M, down from $21.3M.
- CEO cites record-breaking films Wicked and Moana 2; government spending and tariff uncertainty cited as Q1 headwinds.